Vertical Integration and India's Digital Future

Hemant Mohapatra of Lightspeed India joins Nick to discuss Investing in the Gen AI Extraction Layer, Value Accrual in New Tech Waves, and India’s Digital Currency & Identity Economy. In this episode we cover:

• AI Investment Opportunities and Challenges
• Healthcare and Legal Implications of AI
• Defensibility in AI and Long-term Investment Strategies
• Vertical vs. Horizontal AI Opportunities
• India's Digital Currency and Blockchain Ecosystem
• Investment in Indian Innovation and Infrastructure

Guest Links:

• Hemant’s LinkedIn
• Hemant’s X
• Lightspeed India’s LinkedIn
• Lightspeed India’s Website

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

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